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Add multiple leads

Use the Import Leads window to enter multiple prospects in the Lead Center at the same time.

To do this task

  1. If you haven't done so already, open the Import Leads window.

    1. Choose Company > Lead Center.

    2. Click the Import Multiple Leads icon.

  2. Enter leads manually

    1. On the first row, click the Lead Name field and enter the lead's name.

    2. Click any of the fields on the same row and enter the information.

    3. Continue entering other leads as needed.

    4. Click Continue. QuickBooks tells you how many leads are ready to be added and gives you the opportunity to fix any errors.

    5. Click Continue.

    6. Click OK in the confirmation window.

    or

    Paste leads from an Excel spreadsheet

    Although you can paste a whole spreadsheet at once, you can minimize errors by pasting one column at a time.

    1. Open the Excel spreadsheet containing the information you want to add.

    2. Select the column on the spreadsheet that you want to copy.

    3. Press Ctrl+C to copy the column.

    4. In the Import Leads window in QuickBooks, click the first field in the column where you want to paste the information.

    5. Press Ctrl+V to paste the column.

    6. Repeat steps b to e for the remaining columns.

    7. Click Continue. QuickBooks tells you how many leads are ready to be added and gives you the opportunity to fix any errors.

    8. Click Continue.

    9. Click OK in the confirmation window.

KB ID# H_LEADCTR_LEAD_IMPORT
9/27/2016 11:56:34 AM
PPRDQSSWS400 9138 Pro 2017 e330dc